Elevate Customer Experiences With a World-Class Customer Service CRM

The key CRM feature at the heart of your business’s growth and success is advanced customer data management. Customer data is the be-all and end-all of a great service or support team. This means the data and information you have at your disposal should be of the highest quality and easy to access.

Nutshell offers industry-leading contact management solutions to help your business gain an edge over your competitors. Put the restrictive and difficult-to-manage spreadsheet aside and open the door to data management as you’ve never experienced it before.

With Nutshell’s customer data management features, you can take advantage of:

• Accurate contact data that ensures everyone on your team has the right information when they need it.
• A central repository containing all contact-related data and information, accessible across departments.
• An up-to-the-minute customer interaction timeline, giving team members insight into every conversation your company has had with the customer.
• Crucial contact record notes highlighting important information about the customer to ensure a smooth service or support interaction.
• All the essential documentation related to the customer and their purchases saved to the contact record.

Any customer-facing team can benefit from customizable pipelines that offer the ability to create workflows that support their operation. Your service and support staff need a CRM solution equipped with robust pipeline creation tools, allowing them to design and optimize customer service processes that meet their needs.

Regardless of the type of service or support offered, Nutshell lets you build pipelines filled with stages, tasks, and activities tailored to your preferred processes. From case management to customer onboarding, product implementation, and general support, you can capitalize on the following Nutshell custom pipeline workflow benefits:

• Standardize your service and support processes to ensure all team members stick to the plan.
• Keep track of where each customer is within your workflow, with four dynamic views to choose from: list, board, map, and chart view.
• Use colored tags to categorize your customers further, allowing team members to quickly identify customers in specific categories.
• Let Nutshell’s advanced filtering capabilities help refine and enhance your customer searches, allowing you to pull custom lists when needed.
• Prioritize customers by value or score them, ensuring you service the right customers at the right time.
• Organize your pipeline workflow to display the most critical information at the highest level before opening the pipeline item for more details.